Category Archives: Economic Analysis
You Then Know Something Went Wrong
You know something went wrong when you see and hear the same memes and no original thinking. This time is different because many people can make profits without understanding markets due of economic policies and price level control.
Posted in Economic Analysis
Tagged central abnks, cryptocurrency, This time is different
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Misconceptions About The Three-Body Problem And Its Relation To Forecasting
A recent article with a reference to the three body problem and its relation to predictability is an example of how popular science misconceptions find their way into finance and investments.
Posted in Economic Analysis
Tagged deterministic chaos, gravity, physics, social media, three body problem
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Happy Holidays! Of Course This Time Is Different
This time is different. Nothing changes until it does and it just did this year.
Posted in Economic Analysis
Tagged blockchain, equity valuations, This time is different
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Equity Valuation Is Dead
Many analysts still struggle with equity valuations. This is an exercise in futility in this new era of investors looking for a “store of value.”
Posted in Economic Analysis
Tagged $AMZB, $BTC, AAPL, CAPE, equity valuation, P/E ratio
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Lower U.S. Dollar Boosts U.S. Stocks
Although the correlation between the stock market and the U.S. dollar does not in general imply any causation, with high certainty we can say that year-to-date stock index returns are for the most part related to currency fluctuations.